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WELCOME VENDORS! TRAINING MODULE II PowerPoint PPT Presentation


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WELCOME VENDORS! TRAINING MODULE II . A TRIUM. Atrium is HomeStar Solutions internal software system. Clients, vendors and HomeStar staff share this portal to assign, track & communicate all information about job sites. . Big Changes Coming.

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WELCOME VENDORS! TRAINING MODULE II

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WELCOME VENDORS!

TRAINING MODULE II


ATRIUM

Atrium is HomeStar Solutions internal software system.

Clients, vendors and HomeStar staff share this portal to assign, track & communicate all information about job sites.


Big Changes Coming

  • IT is modifying Atrium to allow for more vendor services

  • Varying permission levels

  • Contractor legal Records

  • Contractor company information

  • Equipment records

  • Scheduled changes by 5/1/13.


Contractor Request for Access


System Generated Email

  • Welcome to Atrium by Energy REO, your account has been configured with the password below.  Click on the link below to login with your password.  Once you have logged in, you will have the option to change your password by clicking 'Change Pass word’.

  • Password: HhbVnpDC


Log In Screen


Change Password

Login ID – Click to change password


Change Password


Home Screen

Viewing options

Expand viewable number


Expanded View

Expand viewable number


Convenient Downloading


Viewing Options

Select from three account types to see different information.


Search Options

Select the search field and type the information into the white bar above the listings by that type


Home Screen – Viewing Options

Address/Assets List


Select A Specific Job Address

Address


Main Asset Page


Main Asset Page

Drag paperwork documents to the green arrow then release them to attach them to the file record.


Main Asset Page

Service Tasks to be performed

Open = GO!!!!

Drag paperwork documents to the green arrow then release them to attach them to the file record.


Open Task Page


Task Page


Asset Main Page


Task Page

Drag and drop them to the green/gray arrow

Select photos for the specific task

Or “choose files” to use your browser to locate


Photos – Select type

Type selector - Pop up window


Photos – Upload Display

Photos are saved in the task category by type in our system


Photos – Descriptions

Task Label

Add Description Option


Click the blue “add description” button to add specifics for emergency services

Type in your description and make sure to “SAVE” it. The system will automatically date and time stamp the entry.


Note The System

After photo are loaded, the system requires you to put in a note in order to mark a task completed.


Complete Task

Click the green “complete task” box change the status


Return To The Main Asset Page

Upload Documents

Completion note


Complete Job


  • Login